10 Best Financial Advisors in Miami (for 2019)

Ryan Friend

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

It’s hard to beat the glamour and excitement of Miami. Beaches, restaurants, and the country’s hottest clubs are all right there, and famous destinations such as Disney World and Everglades National Park are just a few hours away. Yet Miami isn’t all about the buzz. It’s also where many people live permanently, and if you’re one of them, you’d be smart to start taking steps now to secure your financial future.

To do this, your first move should be to find a trusted financial advisor to help you manage your money. But with so many choices in the Miami area, this can be much easier said than done.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

As such, we’ve compiled a list of the five best financial advisors in the heart of South Florida.

1) WE Family Offices

As one of the largest financial advisory firms in the Miami area, WE Family Offices was an obvious choice simply because of its record of performance. Currently, the firm handles over $7 billion in funds and has a staff of just under 30 advisors, which also makes it one of the largest firms in the entire state of Florida.

However, despite its size, WE keeps things small by taking a holistic approach to financial planning. WE believes your financial plan should be just one part of a much larger life plan, and they are going to help you come up with both.

There is no minimum investment required to open an account, but there is a minimum annual fee of $150,000, which means WE is focused more on high-net-worth individuals. But if you are ready to invest this kind of money, then WE is a fantastic choice. Services include:

For those looking for help in planning for their retirement, Ingham Retirement Group is a great choice. It takes an investment approach that is designed exclusively for retirement planning. Specifically, they focus on asset allocation instead of security selection, a move that allows for more predictable returns and the generation of a fixed income.

The firm has been in operation since 1972, and it currently manages over $2 billion in assets. Furthermore, Ingham Retirement Group works with employees, employers, and other advisors, which helps arm it with a wide-angle view of the world of retirement investment, knowledge it puts in action when designing your plan.

There is currently a $100,000 account minimum, but the firm is fee-only.

Services include:

Investment and portfolio management

IRA and 401(k) rollovers

Retirement income planning

Liability-driven pension investment strategies.

3) Gables Financial Partners

Gables Financial Partners has achieved national recognition both for its customer service and also for the performance of their assets. This is mostly due to their commitment to low-risk, high-yield investment products such as FDIC-insured CDs and fixed annuities.

At Gables Financial Partners, you will never be pushed into putting your money into risky stocks or other market-based investments. This represents a slightly different approach when compared to other financial advisors in the area, but it has been proven to work. This also makes them a good choice for long-term investors.

Services offered by Gables Financial Partners include:

Social security planning

College planning

Life insurance review and planning

Tax planning

Estate planning

Business services such as buy/sell agreements, finance opportunities, valuations, etc.

4) The Lubitz Financial Group

The Lubitz Financial Group is a top choice in the Miami area largely because of its commitment to developing and managing a personalized plan. The folks at Lubitz Financial Group understand you might not have the time to handle financial matters yourself.

As a result, the first few meetings you take with the Lubitz Financial Group will be based around identifying your goals and objectives. Then, you can step back and let their team of advisors do all the work.

Frequent meetings will help keep you informed, and they will give you a chance to update your advisor of changes in your plan. Furthermore, the Lubitz Financial Group is heavily involved in the community.

Investment and wealth management – There is no minimum account balance, but there is a minimum annual fee of $5,000.

5) Manna Wealth Management

In business for more than 50 years, Manna Wealth Management has built itself up to be one of the premier financial advisory firms in all of Miami. They take a strategic approach to managing your investments that is designed specifically around your goals and objectives.

At Manna Wealth Management, your financial plan will be rolled out in tiers. Your personal advisor will help you determine what needs to be done now, and then they will set things up so that once you’ve achieved these goals you can continue to move forward without having to start all over again. Plus, by making use of advanced data analytics tools, you will be able to closely monitor investment performance.

The services offered by Manna Wealth Management include:

Financial planning (college, estate, tax)

Investment management

Retirement planning

Specific financial planning services for women

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

Conclusion

While each one of these firms is slightly different in terms of the types of clients they work with and the approach they take, they all have two things in common: strong performance and great service.

As a result, no matter which one you choose, you will be more than satisfied with both the experience of working with these advisors and your portfolio’s performance. So, if you’re ready to take the next step in your financial journey, give one of these firms a call today.